AAS
DXYZ

Avantax Advisory Services’s Destiny Tech100 DXYZ Stock Holding History

Avantax Advisory Services’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,639
Closed -$235K – 2446
2025
Q1 		$235K Buy
6,639
+2,627
+65% +$124K ﹤0.01% 2004
2024
Q4 		$236K Buy
+4,012
New +$137K ﹤0.01% 1950

Other funds holding DXYZ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avantax Advisory Services's DXYZ Position: Q2 2025 in Review

Avantax Advisory Services sold out of Destiny Tech100 (DXYZ) in Q2 2025, closing a stake of 6,639 shares — an estimated $235K sold.

Avantax Advisory Services first reported a position in DXYZ in Q4 2024 and held it in 2 quarters. The position peaked at $236K in Q4 2024. 55 funds tracked by Wall St. Rank hold DXYZ as of Q2 2025.

  • Avantax Advisory Services reported no remaining Destiny Tech100 position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 6,639 Destiny Tech100 shares in Q2 2025, an estimated $235K.
  • Avantax Advisory Services first reported a position in Destiny Tech100 in Q4 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Destiny Tech100 position peaked at $236K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.